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Create new lead, notify intake team, and log entry

Create new lead, notify intake team, and log entry

You receive paid-ad lead form submissions with merged names and messy phones, delaying intake. Leads are auto-parsed, alerted to intake, and logged so follow-up happens within minutes.

Create new lead, notify intake team, and log entry

Overview

Paid-ad leads often arrive with messy names and phones that stall intake; this flow parses and logs each lead while instantly notifying intake coordinators. With alerts and an automated prospect email, your intake team can contact new leads within minutes and start case intake the same day.

Create new lead, notify intake team, and log entry